WH
CFP
WH
CFP

William Bret Hensley

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

807 S. Third St., Ironton, OH, 45638

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is a board member for Young Life Huntington and the Rotary Club of Barboursville WV, and co-owner of Creative Financial Solutions LLC. He is also an advisory representative of a RIA, an independent insurance agent, a tax preparer, and owns rental properties.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2014 - Present · 11 yrs 11 mos
Cambridge Investment Research, INC.Broker
March 2014 - Present · 11 yrs 11 mos
Creative Financial Solutions, LLC
July 2002 - Present · 23 yrs 7 mos
Previous Registrations
Wrp Investments, INC.
July 2000 - March 2014 · 13 yrs 8 mos
Creative Financial Solutions, LLC
November 1999 - December 2006 · 7 yrs 1 mo
Wrp Investments, INC.Broker
August 1996 - March 2014 · 17 yrs 7 mos
State Registrations9 states
FLGAKSKYNCOHSCTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Bret Hensley - Financial Advisor | TrueAdvisor